· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MASSACHUSETTS BAY TRANSPORTATION AUTHORITY RETIREMENT FUND — MBTA RETIREMENT FUND EXECUTIVE STAFF DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008084103NAL0003132883001
MASSACHUSETTS BAY TRANSPORTATION AUTHORITY RETIREMENT FUND
Form 5500-SF
FILING_RECEIVED
MBTA RETIREMENT FUND EXECUTIVE STAFF DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$565K
Net assets (EOY)
$565K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MASSACHUSETTS BAY TRANSPORTATION AUTHORITY RETIREMENT FUND
.
Find decision makers
Plan sponsor
Name
MASSACHUSETTS BAY TRANSPORTATION AUTHORITY RETIREMENT FUND
EIN
04-2460287
Address
ONE WASHINGTON MALL, FOURTH FLOOR · BOSTON, MA · 02108
Phone
(617) 316-3800
Industry
Transportation & Warehousing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Transportation & Warehousing plans
BERKSHIRE TRANSIT MANAGEMENT, INC.
BERKSHIRE TRANSIT MANAGEMENT, INC. MANAGERIAL 401(K) PLAN
$535K · 17 participants
MINITRANS CORP
MINITRANS CORP 401(K) PROFIT SHARING PLAN & TRUST
$603K · 70 participants
KC STREETCAR AUTHORITY
KC STREETCAR AUTHORITY PLAN
$653K · 6 participants
TRANSWORLD DELIVERY CORPORATION
TRANSWORLD DELIVERY CORPORATION (TDC) 401(K) PLAN
$475K · 130 participants
BUTLER TRANSIT AUTHORITY
BUTLER TRANSIT AUTHORITY 403(B) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$452K · 14 participants
LION TECHNOLOGY FINANCE LLC
LION TECHNOLOGY FINANCE LLC 401(K) PROFIT SHARING PLAN & TRUST
$448K · 8 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
